Cate Koelmeyer
Provisional Financial Adviser

Cate is a Provisional Financial Adviser with over 5 years of experience in the financial advice industry, having worked across client service, paraplanning and advice. This experience has given her a strong understanding of both the technical side of financial planning and, importantly, how to turn complex strategies into practical advice that clients can understand and feel confident about.

 

Cate is passionate about helping clients make informed decisions about their finances and creating strategies that reflect what they genuinely want to achieve. She particularly enjoys working with clients across superannuation, personal insurance, wealth creation and retirement planning, helping them understand their options and build a clear path forward.

 

With a practical and down-to-earth approach, Cate believes financial advice should feel approachable rather than overwhelming. She takes the time to understand each client’s circumstances, priorities and concerns before developing strategies tailored to them.

 

Having progressed from client service and paraplanning into financial advice, Cate brings a detailed understanding of the advice process and a genuine appreciation for the long-term relationships built with clients along the way.

 

Outside of work, you'll find Cate immersed in various hobbies, from the tranquillity of reading to the thrill of water skiing and camping.